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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brennan is a financial advisor with Covenant Wealth Advisors, a firm with a focus on providing personalized investment and financial planning services to individuals, families, and small businesses. With over 13 years of experience in the financial services industry, Matthew holds Series 7, 24, 52, 53, and 66 licenses, along with a CFP® designation, signifying his commitment to providing clients with comprehensive, professional advice. Matthew is based in Reston, VA, and specializes in helping individuals and families develop tailored financial strategies to meet their specific goals. He is particularly passionate about helping clients plan for retirement, navigate investment decisions, and achieve financial security.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
12/04/2023 - Present
Covenant Wealth Advisors (Reston VA)
VA
03/04/2014 - 09/22/2020
THE STRATEGIC FINANCIAL ALLIANCE, INC. (RESTON VA)
VA
08/17/2010 - 02/26/2014
INDEPENDENT FINANCIAL GROUP, LLC (RESTON VA)
VA
11/02/2009 - 07/30/2010
NATIONAL PLANNING CORPORATION (RESTON VA)
VA
07/13/2006 - 11/03/2009
MAIN STREET SECURITIES, LLC (RESTON VA)
IA
01/20/2004 - 09/13/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MN
07/24/2003 - 12/09/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/24/2003 - 12/09/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/18/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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